User Configurable Data Fields (UCDF) allow you to configure custom fields to collect, store, and track data that is not captured by the standard fields in LexisNexis® CounselLink®.
You must have the Corporate Administrator role in order to manage and configure UCDFs.
Benefits of using custom fields include:
- Collect data to meet your organization's requirements
- Standardization of UI across the application
- Complete layout and appearance control
Click this link to take a free online course on managing custom fields in CounselLink.
Accessing Custom Fields
You can manage your custom fields and how they are arranged from two admin pages:
- Administer Configurable Fields: This page allows you to create your custom fields, including tables, blocks, rules, and Global Lookup Lists.
- Configurable Fields Layout: This page allows you to rearrange and configure the layout of your custom fields. You can create sections and headers to construct the look and feel of the Additional Information sections.
Accessing Custom Fields from the Homepage
Access both pages by clicking their links on the Administration panel of the homepage.
Accessing Custom Fields from the Corporate Profile Page
- Click your user name on the top header.
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Click Corporate Profile from the dropdown.
The Corporate Profile page displays.
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Click Administer Configurable Fields or Configurable Fields Layout under the QuickLinks section.